13F 机构持仓

SEB Asset Management AB

STOCKHOLM V7 · SEC CIK 0002127509

2026Q22026Q1 更早 9 个季度 🔒
$233.96亿2026Q1 申报市值
680持仓数
34.6%前十大占比 · 第一大 7.2%
0 / 0新建仓 / 清仓
申报市值走势$265.60亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 7.2%
AAPL 5.4%
AZN 4.9%
MSFT 4.3%
AMZN 2.7%
AVGO 2.5%
GOOGL 2.4%
GOOG 1.8%
META 1.7%
LLY 1.5%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
TTEK TETRA TECH INC NEW $1,126.55万0.05%374,020 —— — —
TIGO MILLICOM INTL CELLULAR S A $1,121.97万0.05%149,716 —— — —
CP CANADIAN PACIFIC KANSAS CITY $1,094.93万0.05%139,583 —— — —
— ELECTRONIC ARTS INC $1,094.39万0.05%53,681 —— — —
WTW WILLIS TOWERS WATSON PLC LTD $1,079.46万0.05%37,133 —— — —
ZTS ZOETIS INC $1,051.76万0.04%88,974 —— — —
UTHR UNITED THERAPEUTICS CORP DEL $1,051.41万0.04%17,731 —— — —
NBIX NEUROCRINE BIOSCIENCES INC $1,048.35万0.04%79,577 —— — —
ON ON SEMICONDUCTOR CORP $1,031.40万0.04%166,569 —— — —
SYF SYNCHRONY FINANCIAL $1,031.18万0.04%151,600 —— — —
RSG REPUBLIC SVCS INC $1,022.85万0.04%46,701 —— — —
FER FERROVIAL SE $1,017.89万0.04%159,407 —— — —
HOOD ROBINHOOD MKTS INC $1,017.65万0.04%146,847 —— — —
B BARRICK MNG CORP $1,009.92万0.04%247,913 —— — —
LITE LUMENTUM HLDGS INC $1,004.10万0.04%14,288 —— — —
ALNY ALNYLAM PHARMACEUTICALS INC $997.67万0.04%30,153 —— — —
ARWR ARROWHEAD PHARMACEUTICALS IN $991.94万0.04%158,205 —— — —
CCL CARNIVAL CORP $980.81万0.04%378,985 —— — —
WDAY WORKDAY INC $975.15万0.04%75,058 —— — —
BDX BECTON DICKINSON & CO $973.99万0.04%61,947 —— — —
AMP AMERIPRISE FINL INC $972.92万0.04%21,893 —— — —
YUMC YUM CHINA HLDGS INC $967.04万0.04%196,725 —— — —
APO APOLLO GLOBAL MGMT INC $958.84万0.04%86,056 —— — —
ROL ROLLINS INC $954.02万0.04%178,622 —— — —
FICO FAIR ISAAC CORP $947.98万0.04%8,880 —— — —
— AVALONBAY CMNTYS INC $938.88万0.04%57,477 —— — —
EBAY EBAY INC. $920.07万0.04%101,084 —— — —
AIG AMERICAN INTL GROUP INC $909.11万0.04%120,812 —— — —
FERG FERGUSON ENTERPRISES INC $903.63万0.04%38,739 —— — —
CHTR CHARTER COMMUNICATIONS INC $896.68万0.04%41,536 —— — —
CMC COMMERCIAL METALS CO $895.70万0.04%145,809 —— — —
SUNB SUNBELT RENTALS HOLDINGS INC $887.36万0.04%141,665 —— — —
VMRK EQUITY RESIDENTIAL $886.94万0.04%149,948 —— — —
CHD CHURCH & DWIGHT CO INC $885.12万0.04%94,848 —— — —
ASND ASCENDIS PHARMA A/S $884.38万0.04%38,665 —— — —
NDAQ NASDAQ INC $878.72万0.04%103,513 —— — —
CARR CARRIER GLOBAL CORPORATION $876.77万0.04%155,704 —— — —
JAZZ JAZZ PHARMACEUTICALS PLC $876.47万0.04%46,362 —— — —
NAMS NEWAMSTERDAM PHARMA COMPANY $872.76万0.04%272,654 —— — —
DDOG DATADOG INC $870.57万0.04%73,746 —— — —
WCN WASTE CONNECTIONS INC $870.14万0.04%53,567 —— — —
NUE NUCOR CORP $867.50万0.04%51,301 —— — —
TTWO TAKE-TWO INTERACTIVE SOFTWAR $864.77万0.04%43,786 —— — —
IONS IONIS PHARMACEUTICALS INC $858.53万0.04%114,334 —— — —
MCHP MICROCHIP TECHNOLOGY INC. $857.16万0.04%132,667 —— — —
SE SEA LTD $852.71万0.04%102,972 —— — —
CNI CANADIAN NATL RY CO $851.19万0.04%82,963 —— — —
ILMN ILLUMINA INC $848.20万0.04%68,814 —— — —
PYPL PAYPAL HLDGS INC $842.30万0.04%186,226 —— — —
LHX L3HARRIS TECHNOLOGIES INC $840.82万0.04%24,361 —— — —
CMG CHIPOTLE MEXICAN GRILL INC $839.99万0.04%262,416 —— — —
HPQ HP INC $834.12万0.04%434,210 —— — —
GDDY GODADDY INC $829.72万0.04%100,365 —— — —
CVNA CARVANA CO $824.59万0.04%26,229 —— — —
CINF CINCINNATI FINL CORP $824.53万0.04%52,401 —— — —
FITB FIFTH THIRD BANCORP $818.26万0.03%176,122 —— — —
GRMN GARMIN LTD $816.40万0.03%35,188 —— — —
ULTA ULTA BEAUTY INC $813.81万0.03%15,569 —— — —
L LOEWS CORP $792.82万0.03%74,276 —— — —
UPB UPSTREAM BIO INC $790.62万0.03%878,473 —— — —
TRMB TRIMBLE INC $783.74万0.03%120,151 —— — —
OTIS OTIS WORLDWIDE CORP $781.35万0.03%101,369 —— — —
DLTR DOLLAR TREE INC $777.55万0.03%71,003 —— — —
— CRINETICS PHARMACEUTICALS IN $776.85万0.03%213,891 —— — —
ALHC ALIGNMENT HEALTHCARE INC $772.70万0.03%438,537 —— — —
GIB CGI INC $772.55万0.03%106,010 —— — —
BIIB BIOGEN INC $767.58万0.03%41,869 —— — —
ROP ROPER TECHNOLOGIES INC $761.97万0.03%21,533 —— — —
DHI D R HORTON INC $760.68万0.03%55,435 —— — —
FFIV F5 INC $759.32万0.03%26,244 —— — —
RDDT REDDIT INC $759.05万0.03%56,372 —— — —
KVUE KENVUE INC $754.89万0.03%437,872 —— — —
UHS UNIVERSAL HLTH SVCS INC $751.19万0.03%41,973 —— — —
BBY BEST BUY INC $750.66万0.03%116,925 —— — —
PRU PRUDENTIAL FINL INC $747.16万0.03%76,483 —— — —
CHRW C H ROBINSON WORLDWIDE IN $747.05万0.03%44,984 —— — —
VMC VULCAN MATLS CO $739.70万0.03%27,165 —— — —
COIN COINBASE GLOBAL INC $737.34万0.03%42,228 —— — —
IBKR INTERACTIVE BROKERS GROUP IN $731.35万0.03%109,043 —— — —
CCI CROWN CASTLE INC $727.16万0.03%89,430 —— — —
ESS ESSEX PPTY TR INC $726.26万0.03%30,011 —— — —
RBLX ROBLOX CORP $725.80万0.03%128,324 —— — —
LYV LIVE NATION ENTERTAINMENT IN $722.10万0.03%47,348 —— — —
EIX EDISON INTL $721.80万0.03%98,633 —— — —
MLM MARTIN MARIETTA MATLS INC $719.13万0.03%12,216 —— — —
COHR COHERENT CORP $714.80万0.03%30,007 —— — —
PNR PENTAIR PLC $714.71万0.03%82,047 —— — —
ODFL OLD DOMINION FREIGHT LINE IN $712.62万0.03%36,470 —— — —
— KALVISTA PHARMACEUTICALS INC $707.18万0.03%351,305 —— — —
IRM IRON MTN INC DEL $707.12万0.03%69,230 —— — —
XYZ BLOCK INC $694.27万0.03%115,366 —— — —
KDP KEURIG DR PEPPER INC $688.15万0.03%261,354 —— — —
NVR NVR INC $683.37万0.03%1,037 —— — —
MTB M & T BK CORP $682.57万0.03%33,019 —— — —
EQH EQUITABLE HLDGS INC $679.51万0.03%183,107 —— — —
CSL CARLISLE COS INC $678.35万0.03%20,333 —— — —
RVMD REVOLUTION MEDICINES INC $677.15万0.03%69,630 —— — —
CCEP COCA-COLA EUROPACIFIC PARTNE $675.93万0.03%74,549 —— — —
GD GENERAL DYNAMICS CORP $673.57万0.03%19,625 —— — —
AXON AXON ENTERPRISE INC $672.88万0.03%15,844 —— — —